Individuals and Families
Individuals and families have a number of financial issues.
Here are some of the most common ones, which we dissect as part of our financial planning process:
Cash
flow planning
Insurance
requirements
(life and disability, homeowners, automobile, umbrella policy)
Having an
emergency fund
Paying off debt,
including student
loans
Funding for
education of children
and grandchildren
Tax, Estate and
Legacy planning
Charitable
giving
Optimizing Social
Security claiming
strategy
Retirement
planning
Post-retirement
and wealth transfer
planning
Pre and post-nuptial
agreements
Buy-sell agreements
with partners in a
business or profession
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Many of the individuals and families who retain us share one trait
They are anxious about their financial future
Learn more from our blog!
Navigating the Complexities of Special Needs Trusts: A Guide to Protecting Your Loved One
Caring for a loved one with special needs is a deeply personal journey filled with unique challenges and responsibilities. Among the many considerations that caregivers face, financial planning is paramount.
Guardianship and Beyond: Essentials for Special Needs Estate Planning
Estate planning is especially significant for individuals with special needs. Proper planning ensures their unique requirements are met during their lifetime and after they pass away.
Building a Comprehensive Special Needs Life Care Plan
When you have a loved one with special needs, ensuring their well-being and quality of life is a top priority. A comprehensive special needs life care plan is crucial in providing long-term care and support for individuals with disabilities.
If opportunity doesn’t
knock, build a door.
